FPAM advocates that practicing financial professionals across all disciplines must always strive to maintain their technical competence and fulfil the profession’s ethical obligations. Our continuing education courses for our Associate and Certified Members also strive to provide professionals from the financial industry knowledge and understanding of Financial Planning and its related activities. Our courses are recognized by both SC and BNM for continuing education requirements.
- April 26, 2021PROVISIONAL NOTICE 21ST ANNUAL GENERAL MEETING
- April 11, 2021Extraordinary General Meeting
- March 29, 2021Nominations for Board Members 2021
- March 16, 2021Nomination for Chapter Committee Members l Perak Chapter
Successful people go above and beyond the call of duty in anything they do. Being in the unit trust industry for over 14 years, I aspire to “add value" for my clients. I practice my profession with a passion beyond rudimentary salesmanship. The CFP Mark is a positive influence on my career as it certifies that I am knowledgeable and qualified to assist investors with their financial goals. I can give them value-added services more than that of a general consultant.
Visithra A/P Amirthalingam
I left the financial industry after almost a decade, to move into a field that I was more passionate in - education & training. Even though my new profession did not require me to have the CFP, I still retained the mark as it was a loving reminder of my previous career & my commitment to promoting financial literacy in the community & the people around me. I also found the knowledge I gained during the grueling 6 modules to be helpful when I was conducting corporate training for companies who are from the financial industry, as well as, the public workshops I conducted that was centered around personal development which also involved money management & wealth planning. I truly believe that the CFP mark is worth retaining as it brings confidence to members of the public as the gold standard in the industry & is internationally recognized for its commitment to professionalism.
Joel See Pih Liang
I have obtained the CFP mark since 2015. I’m very glad that I have completed the globally recognized CFP course as it gives me the professional recognition in the financial industry. CFP mark ultimately enables me to be licensed as a fee-only financial planner so that I can practice and provide professional, independent & unbiased advice to clients and help them to fulfill their life goals.
Loo Fong Yee